How To Create A Referral Data Dashboard For Therapists

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How To Create A Referral Data Dashboard For Therapists
Published 1/2025
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 199.20 MB | Duration: 0h 32m
Learn to use Google Sheets to organize referral data and create a user-friendly dashboard.
What you'll learn​

Learn how to track and analyze client referrals and identify key sources.
Create dynamic graphs and charts to visualize key metrics such as referrals, session count, client demographic's
Design a dashboard that automatically updates, offering 24/7 access to the health of the practice.
Learn where to increase marketing efforts and improve client conversion, using data to refine referral strategies and enhance practice growth.
Requirements
Google sheets
Description
This course empowers therapists and mental health professionals to effectively track and visualize referral data using Google Sheets. You'll learn step-by-step how to create a data-driven dashboard, from selecting and organizing referral sources to designing and customizing impactful charts. Key topics include:Organizing referral data for actionable insights, helping you identify trends and patterns.Using Google Sheets' tools like charts and formatting to create visual representations that simplify data interpretation.Customizing charts with colors, titles, and alignment for a professional and polished look.Analyzing key metrics such as referral sources, conversion rates, and trends to measure your practice's growth.Exploring the power of filters, pivot tables, and functions to make your data analysis more dynamic and insightful.Creating a streamlined process for tracking referral data over time, boosting your efficiency and long-term growth.Additionally, you'll learn how to automate data updates and use built-in functions to enhance your reporting process.By the end of the course, you'll have a fully functional referral data dashboard that enables better decision-making and supports your practice's growth. This practical, hands-on course is ideal for therapists seeking to make data work for them with minimal technical expertise required, helping you save time, improve efficiency, and make informed business decisions.
The intended learners for this course are therapists, counselors, and mental health professionals who want to improve their practice management through data tracking. This includes clinicians looking to streamline their processes, better understand client trends, and improve marketing and referral strategies. It is ideal for professionals seeking to create a more data-driven approach to growing their practices and tracking key metrics in real-time for better decision-making.
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